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Articles
  • Market Commentary – August 9, 2011
  • Should You Consider Transferring Your Retirement Fund to a Roth IRA – Coauthored by Walter T. Burke
  • 2010 Roth IRA Conversion Letter to All Clients

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Financial Calculators
  • How Does Inflation Impact My Standard of Living?
  • What Is My Current Cash Flow?
  • How Much Should I Be Saving For College?

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Tax Planning Resources
  • 2010 Roth IRA Conversion Letter to All Clients (Published February 26th, 2010)
  • Tax Planning Letter to All Clients – Part 1 (Published February 13th, 2009)
  • Tax Planning Letter to All Clients – Part 2 (Published February 13th, 2009)

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Quarterly Letters
  • 2013 First Quarterly Letter to Clients (Published April 9th, 2013)
  • 2012 Fourth Quarterly Letter to Clients (Published January 11th, 2013)
  • 2012 Third Quarterly Letter to Clients (Published October 11th, 2012)

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Quarterly Letters
  • 2013 First Quarterly Letter to Clients
Articles
  • Market Commentary – August 9, 2011
  • Should You Consider Transferring Your Retirement Fund to a Roth IRA – Coauthored by Walter T. Burke
  • Read all Articles
Calculators

A host of financial tools to assist you.
 

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Albany, NY 12205

518.452.3805 : office
518.452.4230 : fax
eupdyke@burkecasserly.com


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Suite 1707
Honolulu, HI 96813

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